Creative Planning

Position in CSW — Csw Industrials, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CSW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,221,356

+$7,338,542 QoQ

Shares Held

43,063

+225.5% QoQ

Ownership

0.264%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Creative Planning holds $593,504,581 across 50 Specialty Industrial Machinery names. CSW ranks #13 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	103,344	$90,208,976
2	ETN	Eaton Corp plc	245,301	$87,736,808
3	DOV	DOVER Corp	262,885	$54,798,377
4	CMI	Cummins Inc	84,737	$45,590,200
5	PH	Parker-Hannifin Corp	46,359	$41,502,430
6	EMR	Emerson Electric Co	281,876	$36,931,393
7	ITW	Illinois Tool Works Inc	96,152	$25,027,403
8	GGG	Graco Inc	229,123	$19,395,261

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,221,356	43,063	+225.5%	Shares	Sole	2026-05-12
2025-12-31	$3,882,814	13,228	+115.4%	Shares	Sole	2026-02-17
2025-09-30	$1,490,969	6,142	-24.3%	Shares	Sole	2025-11-14
2025-06-30	$2,327,625	8,115	-2.4%	Shares	Defined	2025-08-08
2025-03-31	$2,424,280	8,316	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$2,916,949	8,268	+11.9%	Shares	Defined	2025-02-14
2024-09-30	$2,706,522	7,387	+38.2%	Shares	Defined	2024-10-11
2024-06-30	$1,418,343	5,346	+47.8%	Shares	Defined	2024-08-15
2024-03-31	$848,548	3,617	+81.9%	Shares	Sole	2024-05-13
2023-12-31	$412,330	1,988	+4317.8%	Shares	Defined	2024-02-14
2023-09-30	$7,885	45	+2150.0%	Shares	Sole	2023-11-16
2023-03-31	$277	2	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.